Identifies customer needs and initiates referrals to BMO colleagues.
Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g.
inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g.
CRU).
Executes routine tasks (e.g.
service requests, transactions, queries, etc.) within relevant service level agreements.
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer’s experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
Contributes to business results and the overall experience delivered in the branch.
May work at multiple branches based on market needs;
work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank’s assets in compliance with all regulatory, legal, and ethical requirements.
Completes standardized tasks under supervision.
Performs initial problem solving within given rules/limits & escalates when required.
Broader work or accountabilities may be assigned as needed

系统翻译：
确定客户需求并向 BMO 同事推荐。
支持客户对银行服务的请求，包括处理交易和支持走进分行的客户。
热情欢迎客户，并通过无缝执行满足他们的银行服务和交易需求。
提供有关可用数字和自助服务选项的建议和指导，目标是让 BMO 银行业务变得轻松、简单和快速。
审查客户资料并让客户参与基于需求的对话，以识别潜在客户机会并解决日常银行计划和信用卡需求。
有助于满足分行业务成果和客户体验。
支持运营活动（例如
库存管理、升级服务请求、跟进客户申请、归档、开户和结账活动）。
管理、加载和协调财务部门和各个分支机构单位（例如
CRU）之间的现金交易。
执行例行任务（例如
服务请求、交易、查询、等）在相关服务水平协议内。
充当协作和多功能分支机构和市场团队的关键成员。
探究了解客户个人银行和信用卡需求，并将营销促销和计划整合到客户对话中，以提供战略建议。
整理工作信息，确保准确性和完整性。
主动寻找创造性的方法，使每位客户的体验感觉个性化。
寻找为整个分支机构的持续改进做出贡献的方法客户体验。
有助于分行的业务成果和整体体验。
可以根据市场需求在多个分行工作；
工作安排可能每周在工作天数、小时数方面有所不同和轮班。
遵循风险与合规流程和政策，以确保我们保护客户的资产，维护他们的隐私，并以他们的最佳利益行事。
与更广泛的金融服务市场、合法的金融服务市场保持同步和监管环境，以及我们对维护行业最高道德要求的承诺。
保持个人银行产品、实践和趋势的最新知识，并融入客户对话中。
识别并报告可疑的活动模式涉嫌与洗钱有关。
遵守司法管辖区的法律和监管要求。
按照所有监管、法律和道德要求保护银行的资产。
在监督下完成标准化任务。
在给定的规则/限制内执行初步问题解决，并在需要时升级。
可以根据需要分配更广泛的工作或职责